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Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
626	LFA Legacy Financial Advisors Covington, Kentucky	$9K	$0	1	0%	Maintained
627	CAPTRUST Financial Advisors Raleigh, North Carolina	$8K	-$8.84K	1	0%	Reduced
628	CCM Cribstone Capital Management Augusta, Maine	$8K	$0	1	0%	Maintained
629	EARNEST Partners Atlanta, Georgia	$7K	$0	1	0%	Maintained
630	GFP Gryphon Financial Partners Columbus, Ohio	$7K	$0	1	0%	Maintained
631	TC Trilogy Capital Irvine, California	$7K	+$6K	1	0%	New
632	ZB Zions Bancorporation Salt Lake City, Utah	$7K	-$95.2K	1	0%	Reduced
633	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6K	-$16.7K	1	0%	Reduced
634	BFC Bedel Financial Consulting Indianapolis, Indiana	$5K	+$4.33K	1	0%	New
635	HR Howe & Rusling Rochester, New York	$5K	-$1.67K	1	0%	Reduced
636	NWM Northwest Wealth Management Spencer, Iowa	$5K	+$5K	1	0%	New
637	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$5K	-$9.17K	1	0%	Reduced
638	WIM Westside Investment Management Santa Monica, California	$4.5K	$0	1	0%	Maintained
639	CIBC Private Wealth Group Atlanta, Georgia	$4K	-$1K	1	0%	Reduced
640	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	+$2.5K	1	0%	New
641	Brown Brothers Harriman & Co New York	$3K	-$46.2K	1	0%	Reduced
642	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained
643	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$2.67K	1	0.01%	New
644	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	$0	1	0%	Maintained
645	TIM Tortoise Investment Management White Plains, New York	$3K	$0	1	0%	Maintained
646	Arax Advisory Partners Denver, Colorado	$2K	-$3.67K	1	0%	Reduced
647	NL NVWM LLC Yardley, Pennsylvania	$2K	+$1.67K	1	0%	New
648	QS Investors New York	$2K	$0	1	0%	Maintained
649	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
650	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained